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Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-26
  • MI RA
    APPROVED
    Since 2024-01-26

Branch Locations

600 Portland Ave S, Minneapolis, MN 55415 • United States

Holland, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gen-Wealth Partners, Inc Zeeland MI 05/2021 04/2023
Gen-Wealth Partners, Inc. Zeeland MI 12/2021 04/2023
Akjay Enterprises, Llc Wyoming MI 04/2019 05/2021
Maat Produce, Inc. Holland MI 06/2014 04/2019
Private Client Services Zeeland MI 05/2022 04/2023
Third Coast Insurance Holland MI 07/2023 01/2024
Thrivent Investment Management Minneapolis MN 01/2024 Present
Thrivent Financial Appleton WI 01/2024 Present
  • 05/2021 → 04/2023
    Gen-Wealth Partners, Inc
    Zeeland, MI
  • 12/2021 → 04/2023
    Gen-Wealth Partners, Inc.
    Zeeland, MI
  • 04/2019 → 05/2021
    Akjay Enterprises, Llc
    Wyoming, MI
  • 06/2014 → 04/2019
    Maat Produce, Inc.
    Holland, MI
  • 05/2022 → 04/2023
    Private Client Services
    Zeeland, MI
  • 07/2023 → 01/2024
    Third Coast Insurance
    Holland, MI
  • 01/2024 → Present
    Thrivent Investment Management
    Minneapolis, MN
  • 01/2024 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-09-17
S65 Uniform Investment Adviser Law Examination 2021-11-27
  • S63 Uniform Securities Agent State Law Examination
    2022-09-17
  • S65 Uniform Investment Adviser Law Examination
    2021-11-27
Other Names
  • Jaela Breanne Maat
  • Jaela B Maat

View on SEC IAPD

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